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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-03-31 |
Branch Locations
2320 East Highway 12 Suite 2A, Willmar, MN 56201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Willmar | MN | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Willmar | MN | 03/2016 | Present |
| Popp Capital Partners | Willmar | MN | 01/2020 | Present |
| Accru Wealth | Willmar | MN | 01/2022 | Present |
(1)Name of Business: Accru Wealth Address: 2320 East Highway 12, Willmar, MN, 56201, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the company name which we operate under. (2)Name of Business: PCP Properties Address: 3250 8th ST NE, Willmar, MN, 56201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/27/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3)Name of Business: Popp Capital Partners Address: 2320 HWY 12 E, Ste 2A, Willmar, MN, 56201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for RJFS operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-05 |
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